Data / Investment advisers / Ohio / Signature Equity Partners, LLC
Signature Equity Partners, LLC, Columbus, OH: $688 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Signature Equity Partners, LLC is an SEC registered investment adviser with its main office in Columbus, Ohio and reports $688 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Signature Equity Partners, LLC (CRD number 327455): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 327455
- SEC file number
- 801-128432
- SEC status
- Approved, effective July 27, 2023
- Main office
- 445 Hutchinson Avenue Suite 800, Columbus, OH 43235
- Phone
- (614) 846-6000
- Website
- midwestretirementconsultants.net
- Regulatory AUM
- $688,096,957 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $652,554,877
- Non discretionary AUM
- $35,542,080
- Accounts
- 2,709
- Employees
- 55, of which 32 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 17
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,612 | $453.7 million |
| High net worth individuals | 104 | $234.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $688.1 million | September 28, 2026 |
| December 1, 2025 | $330.6 million | October 20, 2025 |
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Joseph Group Capital Management | Columbus | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Asendo Wealth Advisory | Columbus | $866.5 million | Not listed | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | $756.5 million | 1 | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | Not listed | adviserinfo.sec.gov |
| John E. Sestina and Company | Columbus | $744 million | Not listed | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | $670 million | 1 | adviserinfo.sec.gov |
| Peak Retirement Planning, Inc. | Columbus | $631 million | Not listed | adviserinfo.sec.gov |
| Gerber, LLC | Columbus | $592.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Signature Equity Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.